Creating a Repeating Job

 

Repeating Jobs are work that has a repeating schedule such as preventative maintenance.

When you create a Repeating Job it automatically schedules appointments into workers’ calendars giving you better visibility to forecast work.

If the customer agreement changes, you can edit the duration and frequency of the job and these changes will be updated for all future unscheduled jobs.

This article will show you how to create a repeating job, learn how to view and edit an existing contract here.

 

  1. Click mceclip0.png from the Side Menu
  2. Click mceclip1.png from the expanded menu
  3. Click mceclip2.png in the top right-hand corner

 

 

Customer

  1. Click mceclip3.png from the tabs at the top
  2. Click into the search bar and search for the customer the repeating job will be created for

mceclip4.png

Tip: Click inside the search bar If the customer is new, then push the space bar once and select mceclip5.png or, learn how to add a new customer here.

 

Labour and Materials

  1. Click mceclip6.png from the tabs at the top
  2. Click mceclip7.png and search for the appropriate labour rate
  3. After choosing the labour rate, click mceclip8.png and type in the number of hours it will take, then click mceclip9.png. Repeat for any additional labour types required

mceclip10.png

  1. Click mceclip11.png and search for the required material
  2. After selecting the material you need, click mceclip12.png and type in the required quantity for this material, then click mceclip13.png. Repeat as necessary for any additional materials required.

 

Checklist

  1. Click mceclip14.png from the tabs at the top

mceclip15.png

  1. Click mceclip16.png and search for any checklists required for this job. Multiple checklists can be added to each job if required. 

Tip: Create a checklist to cover things like Occupational Health and Safety requirements or a end of job cleanup reminder list Learn how to create checklists here.

Schedule

  1. Click mceclip17.png from the tabs at the top

Tip: Scheduling within Repeating Jobs contain two sections, Job Details, and Recurring Job Details.

mceclip18.png

Job Details

  1. Click mceclip19.png under Job Details to name the job, and mceclip20.png to input the number of hours the job will take to complete.
  2. Click mceclip21.png and use the drop down box to choose the priority level of the job.

Recurring Job Details

Tip: Recurring Job Details contains all the data that determines how often Telstra Trades Assist will need to schedule the job, so it is important to make sure this field is filled out correctly.

  1. Use the drop-down box under mceclip22.png to select a Preventative Maintenance Contract to link this repeating job to. Otherwise, you can leave it as ‘No PM Contract’.

Tip: Learn how to create Preventative Maintenance Contracts here.

  1. Click the drop-down boxes under mceclip23.png and mceclip24.png to set how often you would like the jobs to be scheduled
  2. Click the drop-down under mceclip25.png to choose the next appointment that will be scheduled. As you are currently creating the repeating job, this will be the date of the first job first job.
  3. Repeat this step for mceclip26.png to set the date of the last job
  4. Under Auto-Schedule, you can choose to assign this repeating job to the same worker at the same time for every job that is scheduled
  5. Click mceclip27.png and use the drop down box to select the worker this will be scheduled for
  6. Click mceclip28.png to select the start time this job will be booked in for
  7. Click mceclip29.png and the repeating job is now complete.

Tip: scheduled under your My Business profile how far in advance repeating jobs will be created. Learn more about how to edit the timeframes for repeating jobs here.

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